Barrett & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Barrett & Company’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$765K	Buy	9,323 +929	+11%	+$76.4K	0.21%	72
2026 Q1	$693K	Buy	8,394 +200	+2%	+$16.6K	0.24%	64
2025 Q4	$679K	Hold	8,194	–	–	0.23%	67
2025 Q3	$680K	Sell	8,194 -187	-2%	-$15.5K	0.23%	69
2025 Q2	$694K	Hold	8,381	–	–	0.26%	65
2025 Q1	$693K	Sell	8,381 -894	-10%	-$73.5K	0.3%	61
2024 Q4	$760K	Sell	9,275 -100	-1%	-$8.22K	0.32%	56
2024 Q3	$780K	Hold	9,375	–	–	0.34%	53
2024 Q2	$766K	Hold	9,375	–	–	0.35%	54
2024 Q1	$767K	Hold	9,375	–	–	0.36%	53
2023 Q4	$769K	Buy	9,375 +125	+1%	+$10.2K	0.42%	48
2023 Q3	$749K	Sell	9,250 -400	-4%	-$32.4K	0.44%	46
2023 Q2	$782K	Hold	9,650	–	–	0.45%	47
2023 Q1	$793K	Buy	9,650 +200	+2%	+$16.3K	0.5%	44
2022 Q4	$767K	Hold	9,450	–	–	0.51%	45
2022 Q3	$767K	Buy	+9,450	New	+$778K	0.51%	45

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barrett & Company's SHY Position: Q2 2026 in Review

Barrett & Company increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 11% in Q2 2026, buying an estimated $76.4K and bringing the position to 9,323 shares worth $765K. The position accounts for 0.21% of the portfolio, ranked #72.

Barrett & Company first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $793K in Q1 2023. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Barrett & Company held 9,323 shares of iShares 1-3 Year Treasury Bond ETF worth $765K as of Q2 2026.
Barrett & Company bought 929 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $76.4K.
iShares 1-3 Year Treasury Bond ETF made up 0.21% of Barrett & Company's portfolio in Q2 2026, its #72 holding.
Barrett & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Barrett & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $793K in Q1 2023.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.